Godmorgon 4 november 2025

 



Nedåtöppning väntas på Stockholmsbörsen

Handeln på Wall Street stängde blandat igår, och Asienbörserna har inlett tisdagen med mestadels nedgångar.

I Europa pekar terminerna också ned med minus 0,5-1,3 procent. Stockholmsbörsen ser ut att backa runt 1 procent i den inledande handeln, enligt IG Markets. 

https://www.di.se/live/nedatoppning-vantas-pa-stockholmsborsen-2/


The global stock rally hit a speed bump as earnings from AI bellwether Palantir Technologies Inc. failed to impress investors and Wall Street chief executives warned of a possible correction due to rich valuations.

Contracts for the S&P 500 fell 1% after the underlying index posted a modest gain Monday, even as more than 300 of its members retreated. Nasdaq 100 futures tumbled 1.3%, with Palantir declining more than 4% in extended trading on concerns about the company’s lofty valuation after a record run-up. 

European shares were also set for a weaker open..

https://www.bloomberg.com/news/articles/2025-11-03/stock-market-today-dow-s-p-live-updates


Morgan Stanley CEO Ted Pick and Goldman Sachs Group Inc.’s David Solomon, who also see the possibility of a significant selloff in the coming period and said pullbacks are a normal feature of market cycles.





Michael Burry Is Back With Two Big Shorts: Palantir and Nvidia

”Big short”-investeraren Michael Burry, som förutsåg bostadskraschen 2008, blankar AI-jättarna Nvidia och Palantir.

köpt säljoptioner i chiptillverkaren Nvidia ungefär 2 miljarder kronor.

har även tagit en liknande position i AI-mjukvarubolaget Palantir, runt 8,6 miljarder kronor.

Affärerna tyder på att Michael Burry tror att aktiekurserna kommer att falla.


Michael Burry blev rik och sedan världsberömd i filmen The Big Short











“Uncharted territory” is a phrase investors hear a lot these days. 

There are, in fact, updated charts out there, and they point to some difficult times ahead.

The version popularized by Nobel Prize-winning economist Robert Shiller looks back at 10 years of earnings and adjusts them for inflation to cover an entire business cycle.

It recently broke above 40 for the second time ever.
The first was in 1999, and it didn’t stay there long. Cyclical peaks in the Shiller P/E have coincided with negative real (inflation-adjusted) returns for stocks over the ensuing 10 years, including in 1929, 1966 and 2000.






Stockholmsbörsen stängde på minus för tredje handelsdagen i rad trots att index återhämtade sig en del från tisdagens lägstanivåer. 
Bland förlorarna syntes det Wallenberg-kontrollerade klimathanteringsbolaget Munters.


RE: Men snart kommer väl the Dipbuyers?

Jajamän






Framför allt Nasdaq hade en tung dag nedgångar inom 
AI-relaterade bolag som Palantir och Nvidia.


Buy the dip?



The U.S. Supreme Court will hear arguments Wednesday about the constitutionality of the administration’s emergency tariffs, which lower courts have ruled are unlawful.





Kommentarer

Populära inlägg i den här bloggen

Pfizer in 2019 sold $20 billion of drugs in the U.S. Its federal tax bill? Zero; Ireland

My blogg short index

Things might be different this time; mitt senaste storverk